Benedetti & Gucer’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Benedetti & Gucer’s Portfolio SCZ Stock Details SCZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$936K	Buy	14,772 +867	+6%	+$53K	0.46%	42
2023 Q4	$861K	Buy	13,905 +825	+6%	+$47.1K	0.45%	46
2023 Q3	$739K	Buy	13,080 +805	+7%	+$47.5K	0.4%	50
2023 Q2	$724K	Buy	12,275 +1,153	+10%	+$69K	0.37%	52
2023 Q1	$662K	Buy	11,122 +298	+3%	+$17.7K	0.38%	49
2022 Q4	$611K	Buy	+10,824	New	+$581K	0.45%	41

Other funds holding SCZ

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Benedetti & Gucer's SCZ Position: Q1 2024 in Review

Benedetti & Gucer increased its iShares MSCI EAFE Small-Cap ETF (SCZ) stake by 6.2% in Q1 2024, buying an estimated $53K and bringing the position to 14,772 shares worth $936K. The position accounts for 0.46% of the portfolio, ranked #42.

Benedetti & Gucer first reported a position in SCZ in Q4 2022 and has held it in 6 quarters since. 681 funds tracked by Wall St. Rank hold SCZ as of Q1 2024.

Benedetti & Gucer held 14,772 shares of iShares MSCI EAFE Small-Cap ETF worth $936K as of Q1 2024.
Benedetti & Gucer bought 867 iShares MSCI EAFE Small-Cap ETF shares in Q1 2024, an estimated $53K.
iShares MSCI EAFE Small-Cap ETF made up 0.46% of Benedetti & Gucer's portfolio in Q1 2024, its #42 holding.
Benedetti & Gucer first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2022 and has held it in 6 quarters since.
681 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.